Telepresence Applications in the Finance Industry

Financial institutions worldwide share the same primary objective: achieve profitable growth at an acceptable risk. Managing vast amounts of information to provide advice, process transactions and bring the most value to their customers is a primary focus. Whether it's financial markets, retail banking or insurance, Cisco TelePresence is helping this financial institutions worldwide provide better training, customer service, answer questions more efficiently and provide a greater variety of services at more locations.

Featured Case Study: Bank of Montreal

With leaders and experts spread across multiple locations, Bank of Montreal (BMO) needed a solution to accelerate decision making, get everyone in agreement and provide better collaboration experiences and service to clients by scaling their expertise to many locations.

More Telepresence Case Studies for Financial Services

Financial Services Applications:

Extend Specialty Services — Telepresence allows specialized services to extend to every branch of the institution, providing more services to customers at a lower cost.

Improve Business-to-Business Services — Help investment banks, asset managers, mutual and hedge funds as well as Fortune 2000 corporations collaborate with each other while managing adherence to SEC or internal compliance standards.

Facilitate Training for Professional Certifications and Employee Onboarding — Telepresence allows employees to gain and maintain professional certifications via on-demand and live streaming training classes while eliminating time and cost constraints of travelling to training facilities.

Improve IT Development Team Performance — Help dispersed development teams design, whiteboard and problem solve in real time with full audio and visual interaction to improve quality and timeliness of delivering IT projects.